ADVANCED TUTORIALS

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Reference Material

The Reference Material list, unlike other lists, does not contain actions but information that you find interesting to have available at all times or during the execution of a task or a project.

You can keep different types of reference material: simple texts, links to websites where the information resides and attached files that you will be able to see from anywhere.

reference material list

It is highly recommended to classify the reference material using suitable tags, so that you can quickly find the information related to a topic.

When you include links to websites in your Reference Material items, you should use full URLs instead of the shortened URLs provided by services like bit.ly, since no one can guarantee that the latter will work within a few months.

Attaching local files

You can attach files to any task in your system. Attachments to simple tasks are available while the task is active, and will be automatically removed from the system once you complete the task, since they are no longer needed and consume part of your storage quota.

However, items kept in the Reference Material list will always be available.

Use the attach option you will find on each item in your lists, choose the “Local file” tab and select a local file on your computer (or network). Give it a clearly recognizable description if the file name is not descriptive enough.

attaching local files

You can attach to each item as many files as you need. There is a limit of 50MB per file. Also, the total amount of storage used by your files cannot exceed 5GB. At any time, you can check in your Account the amount of storage you are using.

storage quota

Attaching web files

If you are using Google Drive, Dropbox or Box, you can select the “Web File” tab to attach any file you have stored on those platforms.

attaching web files

You do not need to set up any connection. Google, Dropbox and Box will request your credentials if you are not connected yet, and then will allow you to browse your files and choose one.

Projects and Evernote

In the Projects section you have also the possibility to associate an Evernote notebook to a project so that all its notes become part of the Reference Material of the project.

Click here to see how to configure Evernote notebooks as support material for projects.

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